Taiwan Semiconductor Manufacturing Company Limited (TSM) Rose Following Strong Results and Positive Guidance

1 week ago 8

Soumya Eswaran

Tue, November 18, 2025 astatine 7:34 AM CST 3 min read

RiverPark Advisors, an concern advisory steadfast and sponsor of the RiverPark household of communal funds, released its “RiverPark Large Growth Fund” Q3 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. U.S. equity markets recorded beardown gains successful the 3rd quarter, with the S&P 500 Total Return Index rising 8.12% and the Russell 1000 Growth Index returning 10.51%. The money besides surged successful the 4th and returned 4.73%. Market enactment was constrictive successful the quarter, with a fewer mega-cap tech and user companies thriving connected beardown AI innovation. Information Technology, Consumer Discretionary, and Communication Services led assemblage performance, portion Energy and Utilities lagged. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, RiverPark Large Growth Fund highlighted stocks specified arsenic Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) manufactures, packages, tests, and sells integrated circuits and different semiconductor devices. The one-month instrumentality of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was -4.24%, and its shares gained 48.68% of their worth implicit the past 52 weeks. On November 17, 2025, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) banal closed astatine $282.01 per share, with a marketplace capitalization of $1.463 trillion.

RiverPark Large Growth Fund stated the pursuing regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) successful its 3rd 4th 2025 capitalist letter:

"Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM): TSM shares roseate during the 4th pursuing beardown Q3 results and affirmative guidance. The institution reported gross of astir $32 billion, driven by robust request for precocious 3-nanometer and 2-nanometer process technologies. Gross margins were 59.5% and operating margins were 50.6% contempt industry-wide outgo pressures, reflecting TSM’s unrivaled ratio and scale. Investor sentiment improved arsenic AI-related semiconductor request continued to offset weakness successful bequest nodes.

Analyst Says Taiwan Semiconductor Manufacturing Company (TSM) Among the Best AI Stocks to Buy connected the Dip

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is successful 9th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 187 hedge money portfolios held Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) astatine the extremity of the 2nd quarter, the aforesaid arsenic successful the erstwhile quarter. In the 3rd 4th of 2025, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) gross accrued 6% sequentially successful in NT. While we admit the imaginable of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.